10 Best Financial Advisors in Charleston (for 2019)

Ryan Friend

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

Article Approved By Banking Expert

This article has been reviewed and deemed factual by our content auditor with 8 years of banking experience.

Charleston, SC is one of the oldest cities in the country and has one of the largest metropolitan areas in the region. This means that there is a lot of wealth running through the region, which means that there are quite a few successful people like yourself who may need some financial guidance. The good news is that there are plenty of financial advisors working in the region. We researched the top advisers and firms in the area to ensure that you can find the best financial assistance for you.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

Here are the top five financial advisory firms for Charleston, South Carolina:

Hayden Sewell caters to serious investors and business owners. He and his team also go out of their way to have in-person meetings with their clients, because properly-built personal relationships are as important to the team as it is to those seeking their services.

A wide array of investment services and products to help you achieve whatever you need.

2) Charleston Financial Advisors

Charleston Financial Advisors, LLC., is comprised of a team of four top-notch certified financial planners, including the company’s founder, William C. Prewitt. This team is dedicated to bringing peace to their clients as they move steadily toward their aspirations.

This team’s focus varies, from working directly with clients to help align all things financial with the targets and individual needs of their clients, to assisting with making the proper investments and handling all the details (even the most minor) of everything, so the clients know without a doubt that they are in great hand.

Charleston Financial Advisors clients can expect:

Comprehensive financial planning which investigates every aspect of your financial life.

A fee-only compensation structure.

The help of fiduciary financial experts.

3) Thomas Masi Financial

Tom Masi, the founder of Thomas Masi Financial, knows the real-life struggles of people, especially when it comes to retirement. His team of financial experts has years of combined experience and they use every bit of it to attend to their client’s unique needs, not just today, but also for the future.

Their team specializes in taking the confusion out of financial planning. Whether you’re working on your college savings plan, careful retirement planning, or a strategy for your estate, Thomas Masi Financial can help.

Clients of Thomas Masi Financial can expect:

Resources and help with tax planning and tax understanding, so you always get the most out of your returns.

Expert investment advice with personalized service that seeks to remove the mystery from the financial world.

Money management services that make you feel in control of your finances without the day-to-day stress of that management.

4) Costal Financial Planning Group

Costal Financial Planning Group offers its clients minimal-risk wealth management. The group’s financial strategies are crafted to protect their clients against any decline or instability in the market in downtimes. This is also a firm that’s always on the lookout for new market opportunities. This ensures that many clients can look forward to an easy, stress-free retirement.

Founded in 2003, the group’s mission for their clients includes helping those who plan to retire soon to make the right financial moves, so their retirement goes as smoothly as possible.

People who decide to work with Costal Financial Planning Group can expect:

Heavy amounts of experience with legacy and estate planning services.

A strong plan for ensuring you have income during your retirement.

Help with contingency plans for some of the curveballs life may throw at you.

5) Curran Financial Partners

At Curran Financial Partners, the goal is to use the investment and financial insurance tools at their disposal to help their clients create easy, practical (and feasible) financial goals and them advise them on ways to meet those goals.

Adam Curran, his wife, and the rest of their team provide a friendly, trustworthy atmosphere seeking to ensure a secure and trusting relationship with reliable financial advisors.

Clients of Curran Financial Partners can expect:

A complete guarantee that provides a full refund if clients aren’t satisfied, lasting for one year.

A network of contacts and referrals to top professionals who can provide services that they cannot perform in-house.

A wide range of services including but not limited to retirement planning, wealth management, asset protection planning, life insurance services, IRA planning, long-term care strategy and planning, and tax-efficient planning.

Editor’s Note: Complete the advisor quiz below to get matched with the best advisor for you:

10 BEST FINANCIAL ADVISORS COMPARED (2019)

There are 57,657 financial advisors in the USA in 2019. Complete our advisor quiz to find the best one for you.

Step 1 of 16

6%

What's your zip code?*

(Your zip ensures quotes are as accurate as possible for your area)

Which of these financial goals are you thinking about now? (Choose all that apply)

(please select all that apply)

Select All

Retirement

Increasing my net worth

Protecting my assets

Achieving financial security/stability

Helping managing my assets

Paying off Debt

Other

When would you like to retire?*

1-4 years

5-9 years

10-15 years

16-25 years

25 years +

Already retired

How do you currently manage your own money?

(please select all that apply)

Select All

I manage my own investments

I use retirement plans (401k, IRA)

I use a robo advisor

I work with a Financial Advisor

None of the above

How familiar with the markets are you?*

I am very familiar

Im moderatly familiar

I'm not very familiar

I don't know

Are you married?*

Yes

No

Do you own your own home?*

Yes

No

Do you have children?*

Yes

No

Do you own a business?*

Yes

No

Do you currently have a financial advisor?*

Yes

No

Do you need your financial advisor to be located near you?*

Yes

No, I am comfortable working by phone or video-conference

Do you prefer working with a female or male advisor?*

Female

Male

Doesn't matter to me

What is your yearly household income?*

Under $40,000

$40,001-$75,000

$75,001-$100,000

$100,001-$200,000

$200,000+

Estimate your total liquid net worth (investable assets)?*

Under $25,000

$25,001-$100,000

$100,001-$250,000

$250,001-$500,000

$500,001-$1,000,000

$1,000,001-$5,000,000

$5,000,000 +

Best email address to connect you with your advisor?

Name

First

Phone Number*

Conclusion

It isn’t easy to find the right person to help you with the important financial decisions you must make for yourself and your family. It might even take a bit more research on your part to find the perfect fit. We hope this list gives you a good place to start. Remember that this is your decision and no one else’s and that you can always change your advisor if you aren’t satisfied. Yet no matter where your financial journey takes you, we hope that you find the financial success and security that you are looking for.